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What is PolicyFlow?

A specialized software solution for managing insurance broking has been developed by software engineers, tailored for both policy administration and customer relationship management (CRM). This innovative platform facilitates the organization of personal and commercial clients, allowing for the management of diverse addresses and contact details. It enhances communication monitoring and marketing initiatives while enabling users to track and oversee various policies and quotes effectively. Additionally, users can document comprehensive risk information and automate requests for quotes from underwriters. The system also provides capabilities for recording, managing, and reporting on insurance claims, alongside the preparation of tailored financial reports. Compliance with FCA documentation standards is strictly maintained, ensuring transparency in client data with quick access to detailed information. Users benefit from the ability to simultaneously view multiple clients and visualize their locations, including geographical data related to risks such as flooding or subsidence. With easy access to client information, customer service operations are streamlined, and the platform includes functionalities for document storage and processing, as well as integrated workflow tasks, events, and notes to improve overall efficiency. This comprehensive approach to insurance management elevates the user's operational effectiveness significantly.

What is Equisoft/manage?

Our extensive range of life, annuity, and final expense insurance products is designed for immediate deployment, showcasing a variety of unit funds and investment crediting options. We also provide strong support for bulk file transactions and intuitive portals that assist both plan administrators and participants in effectively managing their requirements. In just six months, we have adeptly transformed clients with complex annuity products while ensuring smooth data transitions. There is no need for cloud architects or specialized CI/CD expertise, and your IT staff won't have to devote significant time to this process. With frequent product launches and impressive returns on investment, you can dedicate your efforts to maintaining a competitive edge through innovation. Our flexible modular strategy for policy administration system implementation simplifies the management of your agency, including commissions, compensation, and claims, which promotes operational efficiency. This comprehensive and adaptive approach not only allows you to respond swiftly to market changes but also significantly improves your service delivery, ultimately leading to greater customer satisfaction. Embracing this strategy will position your agency for sustained growth and success in the dynamic insurance landscape.

Media

Media

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
Feefo
LexisNexis Active Insights
Mailchimp
Milliman
QuickBooks Online
Trustpilot
Xero

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
Feefo
LexisNexis Active Insights
Mailchimp
Milliman
QuickBooks Online
Trustpilot
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$70 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PolicyFlow

Date Founded

2013

Company Location

United Kingdom

Company Website

policyflow.co.uk

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

www.equisoft.com/products/policy-administration-system-manage

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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